Mawer Canadian Equity Fund

Mawer Canadian Equity Fund Premium Guru

Last Update: 08-17-2016
Related: Mawer New Canada Fund

Number of Stocks: 43
Number of New Stocks: 3

Total Value: $2,071 Mil
Q/Q Turnover: 11%

Countries: CAN
Details: Top Buys | Top Sales | Top Holdings  Embed:

Mawer Canadian Equity Fund' s Profile & Performance

Profile

Mawer Canadian Equity Fund’s inception date is June 3, 1991. It is managed by Jim Hall, CFA, and Vijay Viswanathan, CFA.

The investment objective of the Mawer Canadian Equity Fund is to invest for attractive long-term returns in equity securities of mid-large capitalization Canadian companies. Treasury bills or short-term investments, not exceeding three years to maturity, may also be used from time to time. This fund is suit for Investors seeking long-term, above average growth who can tolerate equity volatility, which means moderate to high risk.

Web Page:http://www.mawer.com/mutual-funds/fund-profiles/mawer-canadian-equity-fund/

Investing Philosophy

“The Manager systematically creates a broadly diversified portfolio of wealth-creating companies with excellent management teams bought at discounts to their intrinsic values. The Manager employs a highly disciplined, research-driven, bottom-up process and long-term holding period to allow for investor recognition or corporate growth, and to minimize transaction costs.”

Total Holding History

Performance of Mawer Canadian Equity Fund

YearReturn (%)S&P500 (%)Excess Gain (%)
2015-0.31.19-1.5
201415.813.692.1
201325.532.39-6.9
3-Year Cumulative44.9 (13.2%/year)52.3 (15.1%/year)-7.4 (-1.9%/year)
201212.6716-3.3
20111.92.11-0.2
5-Year Cumulative66.4 (10.7%/year)80.4 (12.5%/year)-14 (-1.8%/year)
201013.7415.06-1.3
200929.4526.463.0
2008-29.68-377.3
200711.55.496.0
200613.9415.79-1.9
10-Year Cumulative118.8 (8.1%/year)102 (7.3%/year)16.8 (0.8%/year)
200520.64.9115.7
200415.6610.884.8
200319.3328.68-9.4
2002-0.94-22.121.2
2001-0.12-11.8911.8
15-Year Cumulative260.4 (8.9%/year)107.5 (5%/year)152.9 (3.9%/year)
200026.94-9.136.0
19998.7821.04-12.3
1998-3.0128.58-31.6
199722.4133.36-11.0
199618.0222.96-4.9
20-Year Cumulative597.2 (10.2%/year)381.4 (8.2%/year)215.8 (2%/year)
199511.8237.58-25.8
1994-2.641.32-4.0
19932610.0815.9
1992-5.947.62-13.6

Top Ranked Articles

Mawer Canadian Equity Sells Stake in Valeant Pattern with many of guru's transactions has been to buy or sell shares in 2nd and 4th quarters
In the second quarter of 2011, Mawer Canadian Equity Fund (Trades, Portfolio) acquired a stake in Valeant Pharmaceuticals International Inc. (TSX:VRX), a Canadian pharmaceutical company, then sold pieces of the stake in every second and fourth quarter since – a familiar pattern with Mawer's fourth-quarter deals – until selling the stake entirely in the fourth quarter of 2015. Read more...
Mawer Canadian Equity Reduces Position in Constellation Software Fund adds to position in Shaw Communications
Mawer Canadian Equity Fund (Trades, Portfolio) looks for investment prospects that appear likely to produce long-term returns. Short-term investments are made from time to time, but, as a general rule, Mawer is in it for the long haul, an approach that has consistently produced double-digit returns. Read more...
Mawer Canadian Equity Fund Adds 2 New Stocks
The Mawer Canadian Equity Fund (Trades, Portfolio) invests primarily in large-cap Canadian companies. As of the fourth quarter ended Dec. 31, the top three holdings in the portfolio are Brookfield Asset Management, Canadian National Railway, and The Toronto-Dominion Bank. Read more...
Mawer Investment Management 2014 Annual Commentary
2014 was a special year for the firm, marking 40 years since our founder, Chuck Mawer, decided to open one of the first investment counselling firms in Western Canada. Read more...
Mawer Investment Management Comments on China Mobile
China Mobile (CHL), one of our recent additions to the portfolio, gained over 26% this quarter as it continued to benefit from a dominant position in China’s telecom market. Read more...
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Commentaries and Stories

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Mawer Canadian Equity Sells Stake in Valeant Pattern with many of guru's transactions has been to buy or sell shares in 2nd and 4th quarters Mawer Canadian Equity Fund - Mawer Canadian Equity Sells Stake In Valeant
In the second quarter of 2011, Mawer Canadian Equity Fund (Trades, Portfolio) acquired a stake in Valeant Pharmaceuticals International Inc. (TSX:VRX), a Canadian pharmaceutical company, then sold pieces of the stake in every second and fourth quarter since – a familiar pattern with Mawer's fourth-quarter deals – until selling the stake entirely in the fourth quarter of 2015. More...

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Mawer Investment Newsletter 4th Quarter 2015 Quarterly overview from Canada's Mawer Funds Mawer Canadian Equity Fund - Mawer Investment Newsletter 4th Quarter 2015
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When out for a drive, it can be somewhat unnerving to see a sign saying “Caution: Low Flying Aircraft.” What are you supposed to do with that information? More...

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Canada's Mawer Investors Commentary - The Devil You Know Build a resilient portfolio no matter what devil you encounter Mawer Canadian Equity Fund - Canada's Mawer Investors Commentary - The Devil You Know
There is a well-known idiom that states: “better the devil you know than the devil you don’t.” In investing, this expression applies to the idea that it is often the risks we are least aware of that significantly dislodge markets while those risks that have long been in the headlines tend to be priced in. This framework is an apt one given some of the events we’ve recently experienced. More...

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Canada's Mawer Newsletter Third Quarter 2015 Third quarter commentary Mawer Canadian Equity Fund - Canada's Mawer Newsletter Third Quarter 2015
Volatility increased across asset classes in the third quarter of 2015. China’s economy, weak global commodity prices, and anxiety around if, and when, the Federal Reserve will raise interest rates weighed on investors’ minds. This anxious sentiment was matched by weak, global investment returns across equity markets. (See Chart A). More...

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Mawer Canadian Equity Reduces Position in Constellation Software Fund adds to position in Shaw Communications Mawer Canadian Equity Fund - Mawer Canadian Equity Reduces Position In Constellation Software
Mawer Canadian Equity Fund (Trades, Portfolio) looks for investment prospects that appear likely to produce long-term returns. Short-term investments are made from time to time, but, as a general rule, Mawer is in it for the long haul, an approach that has consistently produced double-digit returns. More...

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Mawer Funds Commentary - Are You Swimming Naked? A well-designed process can help protect investors from themselves Mawer Canadian Equity Fund - Mawer Funds Commentary - Are You Swimming Naked?
The great Warren Buffett (Trades, Portfolio) once wrote that you only find out who is swimming naked when the tide goes out. Now is an excellent time to remember those words. More...

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Mawer Investment Management Q2 Newsletter
Central bank action was a dominant theme this quarter. While the ECB and Bank of Japan maintained their massive stimulus programs, the Federal Reserve, bolstered by mostly positive economic data, continued to signal for an interest rate hike sometime this year. If, when and by how much rates may rise continued to be key questions on investors’ minds. More...

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Mawer Canadian Investment Management Q1 2015 Newsletter
The threat of slowing growth and deflation were the predominant themes during the first three months of 2015. Based on mounting evidence, central bankers around the world intervened by lowering interest rates and enacting other quantitative easing measures or stimulus plans. Notable participants included Canada, the ECB, China, Japan, India and Australia. The impact of lower energy prices was cited by several central banks as having the potential to reduce inflation and act as a deflationary force. Absent from this list is the U.S. Federal Reserve. Given the relative strength of the U.S. economy, they reiterated their desire to gradually normalize monetary policy, subject to incoming economic data. More...

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Mawer Canadian Equity Fund Adds 2 New Stocks Mawer Canadian Equity Fund - Mawer Canadian Equity Fund Adds 2 New Stocks
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MAWER CANADIAN EQUITY FUND, CANADA, INTERNATIONAL


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Mawer Investment Management 2014 Annual Commentary
2014 was a special year for the firm, marking 40 years since our founder, Chuck Mawer, decided to open one of the first investment counselling firms in Western Canada. More...

CHUCK MAWER


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Mawer Investment Management Q3 2014 Investment Newsletter
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Mawer Canadian Equity Fund Comments on Rogers Communications
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Mawer Second Quarter 2014 Investment Newsletter
The Q1 GDP data released in April seemed to indicate a stall in U.S. economic growth. Subsequent data revealed a much steeper economic contraction of 2.9%. Was this evidence that the U.S. economy was losing steam and requiring more aggressive intervention by the central bank? Or was this merely a statistical anomaly that was not indicative of the true state of the economy? More...

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Mawer Canadian Equity Fund First Quarter 2014 Investment Commentary
Global equity markets continued to rise during the first three months of 2014. This extends their rally to five years, with only periodic interruptions. One such interruption occurred when the political standoff between Russia and Ukraine prompted some investors to assess the implications of Russia's aggression from the sidelines. The ensuing equity correction was relatively modest and short-lived, as global equity markets soon resumed their upward trajectory, with the MSCI World Index (C$) finishing the quarter with a 5.2% gain. More...

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Mawer Management's First Quarter 2014 Newletter
Global equity markets continued to rise during the first three months of 2014. This extends their rally to five years, with only periodic interruptions. One such interruption occurred when the political standoff between Russia and Ukraine prompted some investors to assess the implications of Russia's aggression from the sidelines. The ensuing equity correction was relatively modest and short-lived, as global equity markets soon resumed their upward trajectory, with the MSCI World Index (C$) finishing the quarter with a 5.2% gain. More...

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Canada's Mawer Funds 2014 Annual Letter
Medieval Europe was not an easy era to be the heir of a feudal lord; it was not uncommon for a claimant to be made to disappear . More...

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